Legacy Wealth Asset Management, LLC
Q3 2025 13F Holdings
- Locationwoodbury, MN
- Num holdings
359
- Value ($000)
$411,514
- Date Filed10/14/2025
- Form type13F-HR
- CIK0001846151
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FBTC FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | $30.77M | 8 % | 308,246 | ||
MLPA GLOBAL X FDS | GLBL X MLP ETF | 37954Y343 | $10.40M | 3 % | 214,685 | ||
WWJD NORTHERN LTS FD TR IV | INSPIRE INTL ETF | 66538H419 | $9.07M | 2 % | 257,218 | ||
TFLO ISHARES TR | TRS FLT RT BD | 46434V860 | $8.94M | 2 % | 176,734 | ||
PTL NORTHERN LTS FD TR IV | INSPIRE 500 ETF | 66537J796 | $6.56M | 2 % | 26,314 | ||
STRATEGY SHS | EVENTIDE US MRKT | 86280R787 | $6.21M | 2 % | 228,344 | ||
GBTC GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | $5.73M | 1 % | 63,833 | ||
AVGO BROADCOM INC | COM | 11135F101 | $5.63M | 1 % | 17,055 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.32M | 1 % | 28,490 | ||
AAPL APPLE INC | COM | 037833100 | $5.12M | 1 % | 20,120 |
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